Retirement Talk Podcast Episodes

financial planning

187. Time Segmentation, a Smart Way to Invest Retirement Money

187. Time Segmentation, a Smart Way to Invest Retirement Money

  Laura Stover, RFC® discusses the concept of time segmentation and its application in allocating retirement savings for a stable income during retirement. Time segmentation involves matching investments with the point in time when they will be needed to meet...

175. What Clients (Actually) Value Most in a Financial Advisor

175. What Clients (Actually) Value Most in a Financial Advisor

In this episode of Retirement Talk: The Redefining Wealth Show, Laura Stover, RFC® and Michael Wallin, CFP® delve into what clients value most in a financial advisor. The importance of effective communication between clients and advisors and the need for a...

168. What is a Registered Investment Advisor?

168. What is a Registered Investment Advisor?

 Once you make the decision to take the next step toward ensuring a solid financial future, the next is who you should work with. There are all types of financial professionals that provide a variety of services, and one that we get asked about is the registered...

163. 8 Reasons Advisors are Worth Their Fees

163. 8 Reasons Advisors are Worth Their Fees

Fiscally conscious investors want to get the most for their money, and when it comes to working with an advisor, it’s important to understand the fee structure and what value they’ll provide. Now that anyone can research and access information at the click of a mouse,...

138. The Hustler – Lessons From a Young Warren Buffett

138. The Hustler – Lessons From a Young Warren Buffett

No matter how experienced you are with money, there’s always room to grow and learn. It’s a characteristic you’ll find in the most successful people, including one of the greatest investors of all time, Warren Buffett. Today’s show will focus on the life and career of...

96. The Financial Planning Process

96. The Financial Planning Process

We discuss many different money management tools on our show but having a defined process is perhaps the most important thing investors need to consider when constructing their plan. Having a process allows you and your assets to perform at peak capacity. Customized...